Use this screen to set up parameters for running the process for allocating inventory against allocations.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use this criteria to filter based on the planner ID in order to determine what reservations are selected for inventory allocations.
Use this criteria to filter based on the warehouse ID in order to determine what reservations are selected for inventory allocations.
Use this criteria to filter based on the project ID in order to determine what reservations are selected for inventory allocations.
Use this drop-down box to select the range on which to filter planner IDs. The valid options are:
All — Select this option to include all planner, warehouse, or project IDs.
One — Select this option to include a single specific planner, warehouse, or project ID.
Range — Select this option to include a specific range of planner, warehouse, or project IDs.
From Beginning — Select this option to include all planner, warehouse, or project IDs from the first record to a specific record.
To End — Select this option to include all planner, warehouse, r project IDs from a specific record.
Enter, or click 
to select, the starting record for the selection range criteria. This field is enabled when you select One, Range, or To End from the Option drop-down box.
Enter, or click to select, the ending record for the selection range criteria. This field is enabled when you select Range or From Beginning from the Option from-down list.
Use the check boxes in this group box to determine what reservations are selected for inventory allocations.
Select this check box to allocate inventory to MO requirement reservations.
This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to firm planned MO requirement reservations.
This check box is disabled if the Manufacturing Orders option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to sales order reservations at the line and components levels.
This check box is disabled if the Sales Orders option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to purchase order reservations.
This check box is disabled if the Purchase Orders option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to inventory issue reservations.
This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to inventory issue requests (pending reservations).
This check box is disabled if the Inventory Issues option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to inventory transfer reservations.
This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen.
Select this check box to allocate inventory to inventory transfer requests (pending reservations)
This check box is disabled if the Inventory Transfers option is cleared on the Configure Inventory Setting screen.
Enter, or click 
to select, the date up to which to create inventory allocations.